crimfunk

40 Comments

    • Options Trader: Thursday Outlook [view article]
      Not playing the refiners? Huge pop with improving cracks spreads and low valuations. Long TSO, VLO, FTO stock and call spreads. Aug 28 09:39 AM
    • Tuesday Options Update: UNG, WYE, XLF, GE, AAPL, MRVL, FNM, MCRS, CLNE, CAKE, [view article]
      <US Natural Gas Fund (UNG)>

      Fast money was pimping the UNG last night. I'd rather trade the e&Ps APC, PXD, XTO among others.       Aug 26 01:03 PM
    • Options Trader: Tuesday Outlook [view article]
      The USO might not look strong but APC, DVN, XTO and other solid E&Ps have built a nice base and strong gains from the time the $bpener gaves us the last buy signal. Aug 26 10:31 AM
    • Wednesday Options Update: MER, BAC, FNM, AMGN, AMLN, LLY, MEA, GE [view article]
      love the MEA info. Added a chunk today.

      thanks       Aug 20 08:23 PM
    • Railway Stocks Haul Transportation ETF to Solid Returns [view article]
      What were your thoughts behind the huge put buying in the rails the past several weeks. Is this hedging or a sector rotation. My fav rail over the years has been GWR. Aug 20 08:22 PM
    • Valero, Tesoro: Margin of Security in Refinery Assets [view article]
      <I think that the long term trend in oil is up, for the usual reasons: finite supply, increasing demand from China and India, and geopolitical tensions. VLO and TSO both provide a valuable service and should be able to participate in the trend.>

      If crude's trend is up then the crack spread margins will continue to be pressured, less money less profit for refiners.       Aug 20 03:11 PM
    • Four Brazilian Profit Plays [view article]
      No love for TNE? hmmm Aug 19 11:03 AM
    • Thursday Options Outlook: WPI, ADSK, DNA, NITE, LEN, CTRP, FRX, IDCC [view article]
      just read this again

      "opening long positions here would mesh well with a trend we’ve seen consistently this week of traders extending defensive positions further into late 2008/early 2009"       Aug 14 04:23 PM
    • Big Oil Looks to Cash in on Crude Oil Prices [view article]
      <Refining Margins Should Improve>

      Inventory numbers don't bear this out. Greater gas and distil inventories with demand destruction China and US spells lower margins.       Jul 24 12:24 PM
    • The Brightest Stars in the Commodities Boom, Part Two [view article]
      Why would you not believe that he added James River Coal Company (JRCC) at $5.00 and sold for a huge profits? His other post called the coal bubble spot on. K-Fine on fast money also called the s/t coal bubble. Jul 10 10:38 AM
    • Sometimes a Bear Is Just a Bear [view article]
      Just hedge your long positions dollar for dollar with SDS, TWM, QID and you will be fine. Jun 27 12:13 PM
    • Dollar Destruction: My Wealth Inequality Manifesto [view article]
      Philip,

      In this market what would you expect a capitulation to look like? Will it take another DOW -400 day on heavy volume or do you have lower price targets for the DOW, SP, and Nasdaq?

      I tricked myself this week thinking that this would be a s/t bottom, closed some shorts and added some discounted long positions.

      thanks       Jun 26 10:29 AM
    • Options Trader: Monday Outlook [view article]
      I've heard a bunch of calls for the bottom, which struck me as strange since 1) we are in month 7 of a bear market and the last bear lasted 2 1/2 years 2) the DOW and the SP500 both loss support at the 50dma 3) companies are just starting to digest life with crude +$120. I remain 40% short or hedged and 60% long. Jun 17 08:55 AM
    • Options Trader: Monday Outlook [view article]
      <There is little hope for the markets if this continues and the dollar isn’t helping as it’s pulling back in early currency trading as well, so we’ll be back to hoping to hold 12,200 this morning and 1,350 on the S&P. If we lose them, it’s going to be ugly again.>



      did you call a bottom last week?       Jun 16 05:15 PM
    • Friday's Options Update: WB, ZION, BAC, MRVL, GE, KO, LEH, CLX, AAPL, FITB, IGT [view article]
      Any update on the FTO options action? Thanks for these great posts. Jun 14 10:42 AM
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